Hybrid Corporate Actions Analyst

Raymond James; Florida; Hybrid; USD 65,000 - 90,000; Full time

Job summary

Raymond James is seeking a detail-oriented Corporate Actions Specialist in Florida to handle complex corporate actions, domestic and foreign issues, and related client inquiries under limited supervision.

You will read legal/regulatory documents, notify Financial Advisors, process offers and dividends, update accounts, and participate in UAT/testing; a hybrid work schedule is supported.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field.
• Two years of relevant work experience or equivalent.
• Ability to read legal/regulatory documents and apply rules.
• Knowledge of securities industry concepts is a plus.

Responsibilities

• Reads legal/regulatory documents to determine required actions.
• Notifies Financial Advisors about corporate actions affecting clients.
• Processes complex mandatory and/or voluntary offers.
• Processes and allocates dividends and interest payments.
• Updates client and firm accounts and prepares daily reports.
• Responds to complex client inquiries independently.
• Participates in User Acceptance Testing (UAT) for systems.
• Performs other duties as assigned.

Skills

Client service

Critical thinking

Problem solving

Communication

Attention to detail

Time management

Education

Bachelor's degree in Finance/Accounting

Tools

Microsoft Excel

Office software

Job description

Raymond James is seeking a detail-oriented Corporate Actions Specialist in Florida to handle complex corporate actions, domestic and foreign issues, and related client inquiries under limited supervision.

You will read legal/regulatory documents, notify Financial Advisors, process offers and dividends, update accounts, and participate in UAT/testing; a hybrid work schedule is supported.